Copilot Mode

Learn how JIVIQ Copilot mode combines AI drafting speed with human review and approval. Understand automatic drafts, the three core draft actions (Send, Edit, Discard), on-demand Suggest Reply, and why new workspaces default to Copilot.

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Quick Summary: What Is Copilot?

Core Philosophy: The AI drafts answers in the inbox, but a human teammate reviews and sends every message.
Default Setting: All newly created JIVIQ Workspaces start in Copilot by default for total safety.
Automatic Drafts: Prepared as soon as a visitor writes; appears above composer labeled "waiting on you".
Three Draft Choices: Send (publish under agent name), Edit (drop into composer to tweak), or Discard.
Suggest Reply: On-demand button next to composer to generate instant drafts from docs on request.
Plan Availability: Included across both Co-Pilot ($19/mo) and Auto-Pilot ($49/mo) plans, and 14-day trial.
list In This Guide:
Core Principle

1. What Is Copilot Mode?

In JIVIQ, Copilot mode means the AI drafts, and your team sends. The AI does all the heavy retrieval work—searching your website pages and uploaded documents to construct a factual reply—but it never messages a visitor on its own.

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Total Human Control

In Copilot mode, no text ever leaves your inbox without a human decision. Your teammates retain complete editorial sign-off, ensuring customer communications always reflect your brand voice, tone, and empathy.

From the visitor's perspective, they receive a polished, personal message signed by a real teammate (displaying their name and initials). Visitors are never exposed to AI disclosure tags, draft placeholders, or automated delays.

app.jiviq.com/settings/workspaces
account_circle James Davis • Acme Studio
JIVIQ Workspace settings showing AI responder set to Copilot mode with automatic drafting description
info Workspace settings in JIVIQ. Administrator James Davis reviews the Copilot configuration for Acme Studio, where the AI prepares response drafts for team sign-off.
Automation Mechanics

2. How Automatic Drafts Work

When an inbound message arrives from a website visitor in a Copilot workspace, JIVIQ immediately initiates an automated draft pipeline:

1

Inbound Message Detection

A customer asks a question through the chat widget on your website.

2

Knowledge Retrieval

JIVIQ scans your connected Knowledge Base sources (website pages, PDFs, docs) for matching answers.

3

Draft Preparation

A draft is composed and placed in your admin inbox directly above the message composer, marked "waiting on you".

4

Teammate Action

Your agent reviews the proposed text in seconds and selects Send, Edit, or Discard.

app.jiviq.com/inbox/chats
account_circle James Davis • Acme Studio
JIVIQ Support Inbox dashboard showing incoming customer chat and composer with pending Copilot draft options
info JIVIQ Support Inbox. Inside an active conversation, James Davis sees the pending Copilot draft ready for review with Send, Edit, and Discard controls.
Agent Controls

3. The Three Actions: Send, Edit, Discard

Every automatic draft generated in Copilot mode gives your agents three decisive levers:

Action What Happens When to Use It
Send The draft is dispatched to the visitor immediately under your agent's name and avatar. No changes needed. When the AI draft is 100% accurate, complete, and perfectly matches the customer's request.
Edit The text drops down directly into your composer textarea. You can edit wording, add links, or insert personalized greetings before sending. When the factual answer is correct, but you want to add customized pricing, account specifics, or personal warmth.
Discard The draft is cleared from the composer without reaching the customer. When the customer's inquiry requires an entirely different human approach, or when the draft is not relevant.
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Pro Tip: Rapid Keyboard Workflows

Experienced support agents can review and dispatch Copilot drafts in under five seconds. Clicking Send sends the message instantly, while clicking Edit focuses your cursor directly into the textarea for immediate typing.

On-Demand AI

4. The "Suggest Reply" Button

In addition to automatic drafts generated upon message arrival, JIVIQ provides an on-demand drafting tool: the Suggest reply button.

Located directly adjacent to the composer reply box, Suggest reply allows owners and administrators to query the Knowledge Base at any point during a conversation.

  • On-Demand Re-Drafting: If an ongoing discussion shifts to a new topic (such as API rate limits or compliance certifications), clicking Suggest reply triggers an instant search across your docs for the new context.
  • Account-Level Activation: If you do not see the Suggest reply button next to your reply box, it may need to be enabled for your account. Contact us at support@jiviq.com and we will activate it for your team.
Safety First

5. Why Copilot Is the Default Baseline

When you create a brand-new JIVIQ Workspace, it is automatically configured in Copilot mode. We established this default for four critical operational reasons:

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Zero Risk of Hallucinations

Because every message requires human sign-off, there is zero possibility of an ungrounded or incomplete answer reaching an external customer.

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Knowledge Base Audit Opportunity

Reviewing AI drafts allows your team to see exactly what knowledge JIVIQ retrieves, helping you spot missing articles or outdated documentation before going autonomous.

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Preserves Human Warmth

Your team can add personal greetings, empathy, and tailored recommendations while letting the AI do the repetitive typing.

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Immediate 4x Productivity Boost

Teammates avoid blank-page fatigue. Reviewing a 3-paragraph technical draft takes 8 seconds; typing it from scratch takes 3 minutes.

Strategic Choice

6. When to Choose Copilot Over Autopilot

While Autopilot is ideal for 24/7 unassisted coverage, Copilot is the superior choice under specific business conditions:

Scenario Why Copilot Is Better
High-Value Enterprise Sales High-ticket deals require strategic nuance, bespoke pricing, and relationship building that automated bots cannot replicate.
Regulated Industries Healthcare, legal, and financial services often have compliance mandates requiring certified human sign-off on all outbound advice.
Early-Stage Knowledge Base If you have only imported a handful of pages, Copilot ensures your agents catch questions your documentation does not yet answer.
Bespoke Customer Consultations Agencies, interior designers, and consultants who customize every quote benefit from AI drafting facts while humans tailor the proposal.
How-To

7. Step-by-Step Daily Workflow

Here is how an agent handles live conversations daily using Copilot mode:

1

Open the Inbound Chat

Click on an unread conversation in your Chats list at app.jiviq.com/inbox/chats.

2

Review the Proposed Draft

Inspect the draft card sitting above your reply box marked "waiting on you".

3

Decide Action

If the draft is flawless, click Send. If you want to modify it, click Edit, make adjustments in the composer, and click Send Reply.

Frequently Asked Questions

8. Frequently Asked Questions

TAB 1: COPILOT BASICS

In Copilot mode, the AI drafts response suggestions from your Knowledge Base, but your human team sends every reply. The AI never sends a message to a visitor on its own, ensuring 100% human oversight on every customer communication.

Copilot is the default baseline for all new workspaces so you can safely evaluate AI draft quality without any risk of unvetted answers reaching your visitors. Nothing goes out until a person reviews and approves it.

No. In Copilot mode, drafts are visible only to your internal team inside the inbox composer. When a teammate approves or edits the draft and clicks Send, the message appears to the visitor with the teammate's name, avatar, and initials, with no AI badge.

Next Steps

Related Documentation

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